GC

Guardian Capital Portfolio holdings

AUM $2.83B
1-Year Est. Return 22.24%
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
-$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$7.77M
3
+$7.63M
4
ABBV icon
AbbVie
ABBV
+$7.26M
5
CSCO icon
Cisco
CSCO
+$7.19M

Top Sells

1
+$88.8M
2
+$87.9M
3
+$86.8M
4
TD icon
Toronto Dominion Bank
TD
+$80.4M
5
BMO icon
Bank of Montreal
BMO
+$80.1M

Sector Composition

1 Financials 28.39%
2 Energy 16.22%
3 Technology 13.45%
4 Industrials 8.95%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.31M 0.19%
3,610
-353
77
$6.14M 0.19%
60,111
+9,400
78
$5.96M 0.18%
+276,496
79
$5.95M 0.18%
55,516
-700
80
$5.7M 0.17%
35,345
+2,350
81
$5.58M 0.17%
99,297
-148,515
82
$5.57M 0.17%
28,280
+1,980
83
$4.97M 0.15%
31,522
+652
84
$4.85M 0.15%
8,924
+844
85
$4.81M 0.15%
22,900
+2,600
86
$4.7M 0.14%
557,751
-3,298
87
$4.57M 0.14%
27,417
+1,100
88
$4.25M 0.13%
90,306
-297
89
$3.91M 0.12%
48,800
+5,400
90
$3.86M 0.12%
22,283
+2,700
91
$3.67M 0.11%
55,616
+19,474
92
$3.33M 0.1%
35,261
+6,505
93
$2.32M 0.07%
12,953
+1,542
94
$2.27M 0.07%
23,563
+2,585
95
$2.18M 0.07%
7,410
+1,515
96
$2.18M 0.07%
5,515
+1,230
97
$2.17M 0.07%
19,860
+940
98
$2.14M 0.07%
13,930
+1,000
99
$2.11M 0.06%
60,628
-18,186
100
$2.02M 0.06%
36,472
2 3
4
5 6